BP
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Banyan Partners’s AT&T T Stock Holding History

Banyan Partners’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$6.87M Sell
258,217
-22,025
-8% -$586K 0.58% 49
2014
Q2 		$7.48M Sell
280,242
-1,810
-0.6% -$48.5K 0.63% 40
2014
Q1 		$7.47M Buy
282,052
+20,477
+8% +$514K 0.64% 41
2013
Q4 		$6.95M Buy
261,575
+119,699
+84% +$3.15M 0.49% 47
2013
Q3 		$3.62M Buy
141,876
+72,163
+104% +$1.89M 0.32% 78
2013
Q2 		$1.86M Buy
+69,713
New +$1.94M 0.37% 75

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Banyan Partners's T Position: Q3 2014 in Review

Banyan Partners reduced its AT&T (T) stake by 7.9% in Q3 2014, selling an estimated $586K and leaving 258,217 shares worth $6.87M. The position accounts for 0.58% of the portfolio, ranked #49.

Banyan Partners first reported a position in T in Q2 2013 and has held it in 6 quarters since. The position peaked at $7.48M in Q2 2014. 1,605 funds tracked by Wall St. Rank hold T as of Q3 2014.

  • Banyan Partners held 258,217 shares of AT&T worth $6.87M as of Q3 2014.
  • Banyan Partners sold 22,025 AT&T shares in Q3 2014, an estimated $586K.
  • AT&T made up 0.58% of Banyan Partners's portfolio in Q3 2014, its #49 holding.
  • Banyan Partners first reported a position in AT&T in Q2 2013 and has held it in 6 quarters since.
  • Banyan Partners's AT&T position peaked at $7.48M in Q2 2014.
  • 1,605 funds tracked by Wall St. Rank held AT&T as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.